TrueWealth LLC’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.8M | Hold |
15,082
| – | – | 0.76% | 23 |
|
|
2020
Q1 | $1.66M | Sell |
15,082
-394
| -3% | -$43.3K | 0.81% | 22 |
|
|
2019
Q4 | $1.93M | Buy |
15,476
+103
| +0.7% | +$12.9K | 0.78% | 24 |
|
|
2019
Q3 | $1.91M | Sell |
15,373
-608
| -4% | -$75.6K | 0.83% | 20 |
|
|
2019
Q2 | $1.75M | Sell |
15,981
-236
| -1% | -$25.9K | 0.78% | 22 |
|
|
2019
Q1 | $1.69M | Sell |
16,217
-26
| -0.2% | -$2.71K | 0.78% | 21 |
|
|
2018
Q4 | $1.49M | Buy |
16,243
+593
| +4% | +$54.5K | 0.76% | 22 |
|
|
2018
Q3 | $1.3M | Buy |
15,650
+97
| +0.6% | +$8.08K | 0.6% | 25 |
|
|
2018
Q2 | $1.21M | Buy |
15,553
+28
| +0.2% | +$2.19K | 0.58% | 25 |
|
|
2018
Q1 | $1.23M | Sell |
15,525
-161
| -1% | -$12.8K | 0.62% | 25 |
|
|
2017
Q4 | $1.44M | Buy |
+15,686
| New | +$1.44M | 0.68% | 23 |
|